Skip to Content

Yorktown Growth A AFGGX

Medalist Rating as of | See Yorktown Funds Investment Hub
  • NAV / 1-Day Return 14.81  /  0.00
  • Total Assets 73.6 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 1.000%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 78%

Morningstar’s Analysis AFGGX

Will AFGGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Yorktown Growth A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AFGGX

  • Current Portfolio Date
  • Equity Holdings 203
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 10.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.37
1,082,548
Industrials
1.15
912,037
Technology
1.09
859,625
Technology
0.99
784,006
Financial Services
0.98
774,840
Energy
0.95
752,805
Technology
0.94
739,500
Technology
0.93
731,555
Technology
0.86
677,573
Technology
0.85
675,217
Industrials